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SQL Server Template Instantiation Wizard

This content is no longer actively maintained. It is provided as is, for anyone who may still be using these technologies, with no warranties or claims of accuracy with regard to the most recent product version or service release.

When you create an instance of a workflow application template, new objects are added to several areas of your server. You will see a new workflow process in the Solution Explorer, a new database in the Microsoft SQL Server Enterprise Manager, and a new Web site in the Web server directory. To complete the template instantiation wizard you must supply the information required in each of these screens:

Choose a Template

Select the server where the template is located from the server list, and then click Connect to generate the list of templates that are available on that server.

If the template is not in the template list of the server you selected, then it has not been registered on that server. To be registered, a template must be created on that server, imported from another server by means of the Workflow Manager, or exported to that server by means of the Workflow Manager. If the template is transferred to the server in any other way, it will not be registered.

Select the template you want to create an instance of, and then click Next.

Specify the Title and Destination

You can accept the defaults or edit the information about the new application. The Template name field is read-only, but the rest of the information can be edited and will be applied to the new workflow application and database.

The Web address is the location where Web-based user interface files are stored. You can specify a different server if you want to separate the Web server from the database server. The Web site must have Microsoft® FrontPage® Web extensions, which are included as part of Microsoft® Windows® 2000, but any Web tools can be used to maintain the pages.

Specify Roles for SQL Server Logins

Add the SQL logins that must have access to the application to the Selected logins list. If the user does not have a SQL login, you can create one if you have administrative permissions on that SQL Server by clicking New SQL Login.

The wizard displays a list of the roles that are available in the new database. When you select a SQL login in the Selected logins list, the roles that are assigned to that login currently are selected in the roles list. To reassign roles, select all the ones that apply to the login, and clear the rest.

Specify an Office Developer Workflow Project File for SQL Server

Create Workflow Project for SQL Server is selected by default. This causes the wizard to create a project file that can be opened in the Workflow Designer. If you clear this option, the created instance of the application still will operate as designed, but before you can customize it, you will have to create a new project in the Workflow Designer pointing to the database.

See Also

Managing Workflow Applications | Creating New Applications from Templates | Managing Templates | Managing Users and Roles | Workflow Applications Tab | Templates Tab | User Information Tab | SQL Server Template Creation Wizard | New Microsoft SQL Server Login Dialog Box